Legacy Wealth Management Employee Directory

Legacy Wealth Management corporate office is located in 2525 Harrodsburg Rd Ste 100, Lexington, Kentucky, 40504, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Legacy Wealth Management CEO

John DavisFounder & Chief Executive Officer

Phone

See Profile

Key Employees of Legacy Wealth Management

SH
Stevie Hightma...
Director, Business Management
PhoneEmail
BH
Brianna Hines
Director, Operations
PhoneEmail
TS
Taylor Swanson
Director, Client Services
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Legacy Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Legacy Wealth Management

Hundreds of professionals searching for Legacy Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JD
John Davis
Email Direct
Founder & Chief Executive Officer
United States , Kentucky , Lexington

TS
Taylor Swanson
Email Direct
Director, Client Services
United States , Kentucky , Lexington

JD
Joshua Dunn
Email Direct
Wealth Advisor
United States , Kentucky , Lexington

CR
Chase Rosche
Email Direct
Relationship Manager
United States , Kentucky , Lexington

GH
Garrison Headley
Email Direct
Junior Partner
United States , Kentucky , Lexington

SH
Stevie Hightman
Email Direct
Director, Business Management
United States , Kentucky , Lexington

BH
Brianna Hines
Email Direct
Director, Operations
United States , Kentucky , Lexington

MB
Marcia Boyd
Email Direct
Administrative Assistant
United States , Kentucky , Lexington

Former Employees at Legacy Wealth Management

Explore people who held key positions, contributed to Legacy Wealth Management's success, and advanced their careers.

PJ
Presley Johnson
Client Assistant at Baird Private Wealth M...
Worked as Summer Intern
at Legacy Wealth Management (2021-2021)
Email Direct

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Frequently Asked Questions Regarding Legacy Wealth Management Employees

How many employees does Legacy Wealth Management have?

Legacy Wealth Management has 1-10 employees

Who is the CEO of Legacy Wealth Management?

Legacy Wealth Management’s CEO is John Davis

Who are Legacy Wealth Management key employees?

Some of Legacy Wealth Management key employees are Stevie Hightman, Brianna Hines, Taylor Swanson

Where is Legacy Wealth Management located?

Legacy Wealth Management’s headquarters are located at 2525 Harrodsburg Rd Ste 100, Lexington, Kentucky, 40504, United States

How do I contact Legacy Wealth Management?

Legacy Wealth Management Contact Info: Phone number: (859) 296-1200 Website: www.legacywealthky.com

What does Legacy Wealth Management do?

Legacy Wealth Management is a financial advisory firm based in Lexington, Kentucky, specializing in fiduciary wealth management, retirement planning, investment advice, and tax strategies. They cater to a diverse clientele, including pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, helping them achieve their financia... Read More

Is Legacy Wealth Management a public company?

Legacy Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Legacy Wealth Management Employees